Investment Oversight & Advisory Support

For many organizations, investment assets represent years of donor trust and board oversight. Decisions are shaped by mission priorities, written policies, the balance between current needs and long-term sustainability.

Oversight can involve trade-offs, changing leadership, and differing perspectives around risk and spending.

At Resolute, our own work is informed by a belief that resources can be managed with both care and purpose. Internally, this perspective is reflected in what we refer to as our Giving Box — a simple framework that reminds us to consider stewardship, impact, and responsibility alongside financial decisions. While every organization approaches giving differently, this mindset shapes how we engage with nonprofit partners.

Resolute serves as a resource for nonprofit boards and committees as they evaluate options and carry out their oversight responsibilities. Our work may include:

• Assisting with the development and review of investment policies
• Supporting portfolio oversight within established guidelines
• Providing education and context for board and committee discussions
• Offering guidance as leadership or committee composition changes

The goal is not to direct outcomes, but to support thoughtful, well-documented decision-making within each organization’s governance framework.